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22nd Sep 2025 10:31China+Daily Monitor
  • Presidents Xi and Trump’s phone call last Friday to talk about trade paved the way for a summit in October.
  • Korean 20-day WDA exports fell sharply in September, thanks to weaker demand across most destinations.
  • Most Korean goods are still subject to higher tariffs than pre-Trump. We expect the BoK to cut in Q4.

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Keywords for: 23 September 2025 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence